News and current developments

Investment Compliance Monitoring as a Service (ICMaaS) is growing in popularity. The range of ICMaaS-services on offer is expanding and improving. An international ICMaaS provider relies on FondsDesigner for the Lifecycle Management of Investment Restrictions and their efficient implementation within the ruleset of the Investment Compliance Monitoring System. This includes the integration of FondsDesigner with the ICMaaS provider’s LLM for rapid automated analysis of investme

The AIFMD requires the strengthening of risk management for open-ended AIFs through the use of LMTs. We support our clients in implementing this using the FondsDesigner. We would be happy to share our experiences with you. We look forward to hearing from you

The BVI Fund Operations Conference 2025 took place on 24 February at Kap Europa in Frankfurt. The main topics covered were artificial intelligence, digital assets and market infrastructure, as well as data and cyber security. Attendees were able to attend 40 specialist presentations and panel discussions featuring over 60 experts across the three parallel sessions. Once again this year, we were able to gain valuable feedback and inspiration through many interesting discussion

Our customers continue to work intensively on the digital integration of company-wide processes. Fund Lifecycle Management plays an important role in this. New investment products and changes to investment products are initiated at numerous points within the company, by clients and by business partners. These processes are often based on e-mails or even the exchange of unstructured documents. The time-consuming manual processing of these is not transparent, difficult to plan

FundDesigner 4.6 is complete and has begun rolling out. In addition to further increasing configuration options, we have expanded APIs for integrating guideline monitoring systems. We look forward to hearing from you.

Since mid-April 2025, another of our existing clients has gone live with version 4.5 of FundDesigner® with enhanced configurations. In addition to the introduction of a new feature that enables the efficient management of rule packages, FundDesigner® has been extended for the onboarding of US business.

The BVI Fund Operations Conference 2025 will take place on 25 February  at Kap Europa in Frankfurt and will be focusing on the topics of artificial intelligence (AI), DORA implementation and digitalisation in asset management . The programme will feature 40 presentations and panel discussions with almost 60 experts and over 30 companies exhibiting. Topics and questions to be addressed include: What are the challenges for fund companies when it comes to artificial intelligence

The first two clients are now using version 4.5 of FundDesigner®. Among other new features, version 4.5 allows an extended document view in combination with the automated import of contract documents, a copy function for faster capturing of restrictions and the export of meta rules.

The webinar "How to Optimize Compliance Rules with the FundDesigner Platform" on October 24th offered valuable insights into the efficient management of policies and rule libraries. Industry experts such as Joy Langdon (CEO of TillieStar Compliance Solutions) and Alexander Kazlou (Managing Director at Averroes Concept Lounge) highlighted the platform’s key features, provided a step-by-step guide to streamlining compliance processes, and shared practical case studies of succes

Yesterday, another Friends of Funds forum was held in Zurich on the Limmat in the beautiful and historic walls of the Zimmerleuten guild in the usual professional manner with around 90 participants. The topic was ‘Fund Administration: What are the major challenges?’. The panellists largely agreed that the flood of regulation, cost pressure and customer requirements can only be addressed through automation, innovation on the part of providers, the use of standards and other pr

A German asset manager has been using FundDesigner® for the lifecycle management of the investment guidelines of more than 350 funds...

An international asset manager uses FundDesigner for the Investment Guidelines Lifecycle of around 2,000 funds and mandates. Investment...

A Swiss financial institution chose FundDesigner to comprehensively manage investment guidelines with FundDesigner modules Investment...

A German full service asset manager / fund admnistrator is now using FundDesigner for institutional client onboarding. In cooperation with the KYC team, client support classifies investors according to German regulations WPHG and KAGB, including the creation of required documents (e. g. classification sheet, form for semi-professional investors, etc). The subsequent advisory process is based on the investor classifications and determines suitable investment products for the i

A German full service Asset Manager / Fund Admnistrator is now using FundDesigner to manage institutional fund share transactions....

A German Big-4 Asset Manager manages fund onboarding workflows with FundDesigner Efficient and transparent fund onboarding workflows...

As of today, a German fund manager organises fund profiles and investment guidelines of funds and share classes with FundDesigner® Core & IG. Highly specialized total return and relative return approaches are fundamental to the management of retail funds, insurance mandates and label funds with advisory mandate.

FundDesigner® IG as a central platform for the management of investment guidelines of approximately 3.000 funds, mandates and share classes provides efficient processes for a wide range of asset management products.

One of Germany’s Big-4 asset managers is going live with FundDesigner IG today, enjoying truly digital workflows from IG drafting to implementation in the IG Monitoring System.

Automated assessment of investment restrictions is worthwhile and fun. The regular analysis of the Investment Guideline Management is an...